Civic Intelligence

Jamie'S Dream Team

990 • Fiscal year 2023 • EIN 27-0132936

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

4617 Walnut StreetMckeesport, PA 15132

(412) 377-3898

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.26x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.05x

Higher debt load relative to revenue than 59% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

34th percentile

-3.4%

Higher net margin than 34% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

13th percentile

-15%

Faster asset growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-32%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$68,609

Down $12,581 (-15%) from 2022

Net Assets

Down

$51,004

Down $17,226 (-25%) from 2022

Liabilities

Up

$17,605

Up $4,645 (+36%) from 2022

Revenue

Down

$367,496

Down $28,866 (-7.3%) from 2022

Expenses

Down

$380,077

Down $408 (-0.1%) from 2022

Net Income

Down

-$12,581

Down $28,458 (-179%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2013: $45,809Net Assets 2013: $45,8092013Assets 2014: $39,208Liabilities 2014: $162Net Assets 2014: $39,0462014Assets 2015: $64,426Liabilities 2015: $9,245Net Assets 2015: $55,1812015Assets 2016: $94,218Liabilities 2016: $989Net Assets 2016: $93,2292016Assets 2017: $52,119Liabilities 2017: $1,236Net Assets 2017: $50,8832017Assets 2018: $111,642Liabilities 2018: $3,457Net Assets 2018: $108,1852018Assets 2019: $75,234Liabilities 2019: $1,779Net Assets 2019: $73,4552019Assets 2020: $63,716Liabilities 2020: $26,473Net Assets 2020: $37,2432020Assets 2021: $71,076Liabilities 2021: $18,723Net Assets 2021: $52,3532021Assets 2022: $81,190Liabilities 2022: $12,960Net Assets 2022: $68,2302022Assets 2023: $68,625Liabilities 2023: $12,960Net Assets 2023: $55,6652023Assets 2023: $68,609Liabilities 2023: $17,605Net Assets 2023: $51,0042023Assets 2024: $56,406Liabilities 2024: $12,960Net Assets 2024: $43,4462024

Highlighted filing

2023

Assets$68,609
Liabilities$17,605
Net Assets$51,004

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2013: $107,184Expenses 2013: $83,896Net Income 2013: $23,2882013Revenue 2014: $129,144Expenses 2014: $135,906Net Income 2014: -$6,7622014Revenue 2015: $246,079Expenses 2015: $229,944Net Income 2015: $16,1352015Revenue 2016: $321,539Expenses 2016: $283,491Net Income 2016: $38,0482016Revenue 2017: $276,220Expenses 2017: $318,566Net Income 2017: -$42,3462017Revenue 2018: $607,847Expenses 2018: $550,545Net Income 2018: $57,3022018Revenue 2019: $485,650Expenses 2019: $520,380Net Income 2019: -$34,7302019Revenue 2020: $202,297Expenses 2020: $256,509Net Income 2020: -$54,2122020Revenue 2021: $395,894Expenses 2021: $380,784Net Income 2021: $15,1102021Revenue 2022: $396,362Expenses 2022: $380,485Net Income 2022: $15,8772022Revenue 2023: $394,671Expenses 2023: $407,236Net Income 2023: -$12,5652023Revenue 2023: $367,496Expenses 2023: $380,077Net Income 2023: -$12,5812023Revenue 2024: $392,421Expenses 2024: $404,640Net Income 2024: -$12,2192024

Highlighted filing

2023

Revenue$367,496
Expenses$380,077
Net Income-$12,581
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v6.0
Gross Receipts
$581,065
Mission and Program Overview

Mission

To provide dreams to terminally ill and or medically needy individuals.

To offer hope when there is little, to ease the burden caused by serious illness or injury.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$45,999$43,963▼ $2,036
Cash and Non-Interest-Bearing Accounts$35,191$24,646▼ $10,545
Total Assets$81,190$68,609▼ $12,581
Liabilities
Unsecured Notes Loans Payable$17,605$17,605→ $0
Total Liabilities$17,605$17,605→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,415$31,219▲ $32,634
Net Assets With Donor Restrictions$65,000$19,785▼ $45,215
Total Net Assets Fund Balance$63,585$51,004▼ $12,581
Total Liabilities and Net Assets / Fund Balance$81,190$68,609▼ $12,581

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$33,530$11,450$44,980
Other Land Buildings$5,433$567$6,000
Land$5,000-$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jamie WardPresidentFT$21,600$21,600
Kimberly ShidelVice PresidePT$17,760$17,760

Board Members and Trustees

NameTitle
Barbara GainesBoard Member
Jonathan GeorgeBoard Member
Jonathan StewartBoard Member
Karen EmmerichBoard Member
Patrick ConnellyBoard Member
Stephen Zappala JrBoard Member
Thomas ExlerBoard Member
Stephen W SherwinChief Tech O
Dale Provins SrSecretary
Jessica WaugamanTreasurer
Bonnie CottoneVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$136,150
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$231,346
All Other Contributions
$136,150
Change in Net Assets
$-12,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$318,940
Salaries, Compensation, and Employee Benefits$61,137
Total Fundraising Expense$5,333
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$29,520$7,872$1,968$39,360
Travel$15,118$15,119-$30,237
Other Salaries and Wages$12,498$3,333$833$16,664
Occupancy$8,347$264$175$8,786
Fees for Services Accounting-$8,150-$8,150
Office Expenses$1,134$4,250$283$5,667
Insurance$4,210$1,123$281$5,614
Payroll Taxes$3,834$1,023$256$5,113
Fees for Services Legal-$5,054-$5,054
Other Expenses$3,048$96$64$3,208
Depreciation Depletion$1,934$41$61$2,036
Advertising$617$618-$1,235
All Other Expenses-$44-$44
Total Functional Expenses$313,325$61,419$5,333$380,077
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$423,236
Gaming Direct Expenses$198,981
Fundraising Gross Income$21,679
Fundraising Direct Expenses$14,588
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Top Golf$13,239$13,239$7,148$6,091
Candyland$8,440$8,440$7,440$1,000
Total Events$21,679$21,679$14,588$7,091
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Jamie holmes kim shidel president vice pres daughter - mother jamie holmes bonnie cottone vice pres vice pres daughter-grandmother

Form 990, Page 6, Part VI, Line 11B

Treasurer reviews the 990 prior to filing; the 990 is made available to all board members prior to filing

Form 990, Page 6, Part VI, Line 12C

The organization reviews annually its conflict of interest policy

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
JAMIE'S DREAM TEAM
EIN
27-0132936
Phone
4123773898
Address
4617 WALNUT STREET, MCKEESPORT, PA 15132

Signing Officer

Name
Kimberly Shidel
Title
Vice President
Phone
4123773898
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Shidel
Formed
2005
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
6
Volunteers
58

Preparer

Firm
Opst & Associates LLC
Address
1225 SOUTH MAIN STREET STE 102, GREENSBURG, PA 15601
Preparer
Edward P Opst
Phone
7248326401
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

Additional information was provided by the client after the original 990 filing which required an amended 990 to be filed

Raw XML AppendixShowing 400 of 453 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0833
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03333
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012498
IRS990/OtherSalariesAndWagesGrp/TotalAmt016664
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0256
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01023
IRS990/PayrollTaxesGrp/ProgramServicesAmt03834
IRS990/PayrollTaxesGrp/TotalAmt05113
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KIMBERLY SHIDEL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0162284
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0304467
IRS990/PYOtherRevenueAmt0234078
IRS990/PYRevenuesLessExpensesAmt015877
IRS990/PYSalariesCompEmpBnftPaidAmt076018
IRS990/PYTotalExpensesAmt0380485
IRS990/PYTotalRevenueAmt0396362
IRS990/ReconcilationRevenueExpnssAmt0-12581
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0136150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0162284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0335852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0194072
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0409661
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01238019
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01150941
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91460
IRS990ScheduleA/PublicSupportPY170Pct00.99610
IRS990ScheduleA/PublicSupportTotal170Amt01132269
IRS990ScheduleA/SubstantialContributorsTotAmt0105750
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0136150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0162284
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0335852
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0194072
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0409661
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01238019
IRS990ScheduleA/TotalSupportAmt01238019
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt033530
IRS990ScheduleD/BuildingsGrp/DepreciationAmt011450
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt044980
IRS990ScheduleD/LandGrp/BookValueAmt05000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05433
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0567
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt043963
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014588
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TOP GOLF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CANDYLAND
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013239
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021679
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013239
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021679
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07091
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014588
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07148
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07440
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0198981
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0423236
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0423236
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0224255
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt0198981
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt0198981
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct00.85000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt04617 WALNUT STREET
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0MCKEESPORT
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0PA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd015132
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADDITIONAL INFORMATION WAS PROVIDED BY THE CLIENT AFTER THE ORIGINAL 990 FILING WHICH REQUIRED AN AMENDED 990 TO BE FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JAMIE HOLMES KIM SHIDEL PRESIDENT VICE PRES DAUGHTER - MOTHER JAMIE HOLMES BONNIE COTTONE VICE PRES VICE PRES DAUGHTER-GRANDMOTHER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TREASURER REVIEWS THE 990 PRIOR TO FILING; THE 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REVIEWS ANNUALLY ITS CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt081190
IRS990/TotalAssetsEOYAmt068609
IRS990/TotalAssetsGrp/BOYAmt081190
IRS990/TotalAssetsGrp/EOYAmt068609
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0136150
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05333
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061419
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0313325
IRS990/TotalFunctionalExpensesGrp/TotalAmt0380077
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017605
IRS990/TotalLiabilitiesEOYAmt017605
IRS990/TotalLiabilitiesGrp/BOYAmt017605
IRS990/TotalLiabilitiesGrp/EOYAmt017605
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt063585
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt051004

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.13$0.43$3.92$4.05$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.13$0.56$3.95$4.07$0.13
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.18$0.51$3.67$3.80$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.13$0.68$3.96$3.80$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.19$0.52$3.96$3.81$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.26$0.37$2.02$2.57$0.54
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.02$0.73$4.86$5.20$0.35
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.03$1.08$6.08$5.51$0.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.01$0.51$2.76$3.19$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.01$0.93$3.22$2.83$0.38
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.09$0.55$2.46$2.30$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.29$1.36$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.46$0.46$1.07$0.84$0.23